Looking at the title, I think it's funny, and all along, we have found all kinds of reasons for the market to fall endlessly.
I used to think that the index was in front of the village chief, it was a paper tiger, and then I found out that I was wrong, and then later, I thought that 3000 points was a bottom line, a few days ago, this may be the second deviation in my cognition, and people have no bottom line!
It is said that at the end of the year, the IPO has been accelerated again, but in the face of the falling market, this time the benefits have been given to the thriving Beijing Stock Exchange, after all, the task given above has to be completed, so today's Beijing Stock Exchange is quite good, but the Beijing Stock Exchange has a hard injury, that is, **, in the face of this sky-breaking wealth, finally someone can't help it, Awei special announcement, the third largest shareholder Shanghai Gimpo National Acquisition Equity Investment ** Partnership (Limited Partnership) due to its own capital arrangements to plan a large transaction ** no more than 7270,000 shares of the company, accounting for 1% of the company's total share capital. Note: Ahwit was listed on the Beijing Stock Exchange on October 27, less than three months after listing, and its stock price soared 370% on the first day of listing.
Originally, there was no ** is the biggest advantage of the new stock, which makes it, tomorrow we will see if it has no impact on the Beijing Stock Exchange!
Regarding the market, everyone basically shut up, no matter how good the analysis is, the disk will give you a kill.
Economics has become psychology alive!
I'd like to mention a few that I'm still interested in at the moment.
Only big consumption and robots are left!
Large consumption, the range is particularly wide, from cars to a cabbage, but this year's vegetables are really sluggish, and they are still inclined to cars and consumer electronics.
Although the car has been hyped up to the sky!
Consumer electronics have been brought up by MR in the past two days.
Today, the concept of mixed reality (MR) led the market, Silk Road Vision once had a 20cm daily limit, and Shuangxiang shares, Emdoor Information, Skyworth Digital and other ** daily limits.
The other day. An analyst who has been following Apple for a long time has hinted that Apple's focus in 2024 will be on wearables rather than iPhones. According to reports, Apple's plans for 2024 include: launching the first mixed reality (MR) headset, Vision Pro, with sales expected to be around 1 million units.
Last year, the MR helmet was ultra-lightweight, and the speculation was pancake, which triggered PMMA's double elephant stake, because only Apple used silicon-based OLED
This year's silicon-based OLED technology is also performing well, Yitian shares: provide silicon-based OLED wafer display and other attachment equipment, basically covering MR module assembly and back-end assembly process section, Qingyue Technology: 23 years of successful research and development 023-inch silicon-based OLED;
Yashi Optoelectronics: The company has the ability to produce and design silicon-based OLED modules, and provides customers with professional technical support and solutions
Among them, Tianya Technology and BOE are relatively leading, and the products of Yitian have been recognized by Shiya Technology.
Today, many apps are pushing this sector, and the diversified market has the final say!
As for the humanoid robot, this time it is peek, judging from today's performance, it is a bit weak, after all, it is not like Apple's products are about to be launched, but as the strongest anchor with goods on Monday, Boss Ma's influence should not be underestimated, and after stabilization, I feel that I can continue to pay attention, unless, the index is up!
Speaking of the index, the CPO is definitely the backbone of today's collapse.
The reason is a small essay.
One is that HW is said to enter this track, which will reduce the profits of existing companies, and the other is that 400G and 800G products will be reduced in price!
All I can say is nonsense, the first one, the top 10 in the CPO world, we have six exclusively, is it necessary for HW?
Just like its action on new energy vehicles, it will only cooperate, not replace, the second price reduction, I don't know, even if the price is reduced, with the upgrading of technology, isn't it normal to reduce the price?
At the beginning of the CPO, 200G was gradually phased out, 400G became the mainstream of the market, and later the artificial intelligence competition was upgraded, and 800G was still realized, and now it has begun 16t up.
I don't think it's strange anyway!
Every time the CPO plummets, I don't know the small composition from **, I can only say that our technology stocks are too hard to play, maybe because of the current redemption tide, the funds are tearing down the east wall to make up the west wall!
As for the direction of tomorrow, the electric fan **, everywhere is the phenomenon of rushing up and falling, today's small essay on quantification, I hope it is true, although the index is falling sharply, but this morning I can still clearly feel that there are funds to start trying and making mistakes, but in the face of supervision, we have not found a better way!
Maybe you're preparing for something!